Relay lets you configure your invoice settings so your branding, payment methods, and default behavior stay consistent across every invoice you create. These preferences help you save time and reduce errors during invoice creation.
Where to find invoice settings
- Sign in to your Relay account.
- Click your business name in the top-left corner
- Go to Settings > Invoicing
What you can configure
Branding
- Business name
- Logo (PNG or JPG)
- Address and contact details (displayed in invoice footer)
Invoice numbering
- Set a custom invoice number prefix (e.g. INV-2024-001)
- Relay auto-increments the number with each new invoice
Default payment methods
Select which payment options are offered by default:
- Credit/debit card
- Pay by bank (ACH debit via Plaid)
- ACH transfer (manual)
- Domestic wire transfer
These can be customized per invoice when needed.
Default destination account
- Choose which Relay account will receive payments from all invoices
- Can also be changed per invoice
Managing Accepted payment methods
- Sign in to your Relay account.
- Navigate to Settings > Invoicing > Accepted Payment Options
- Toggle on/off the methods you want to offer
- Save changes to apply them to future invoices
Why these settings matter
- Ensures invoices are consistent and professional
- Saves time during invoice creation
- Avoids manual errors in destination account or payment setup
- Simplifies workflows for recurring invoice types
Related articles
- Creating an Invoice in Relay
- Customizing Your Invoice with Company Branding
- Sending an Invoice as a Payment Request
- Getting Started with Invoices
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